February 2022 A cohesive approach to make everyday travel safer, easier and more predictable in the Portland metropolitan area - Oregon.gov
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February 2022 A cohesive approach to make everyday travel safer, easier and more predictable in the Portland metropolitan area.
Table of Contents Introduction 1 Challenges 1 The Solution: The Urban Mobility Strategy 3 Strategy Overview 4 Urban Mobility Office 5 Urban Mobility Office Vision 6 ODOT’s Strategic Action Plan 9 ODOT’s Urban Mobility Strategy 10 Urban Mobility Strategy Projects 12 Urban Mobility Strategy Partner Projects 13 Urban Mobility Strategy Project Goals 15 Projects Schedule 19 Secured and Anticipated Funding 20 Urban Mobility Strategy Project Connections 21 Oregon Toll Program 26 Why Tolling in the Portland metro Area? 27 Types of Tolls 27 Federal Programs to Authorize Tolls 28 Project-Specific Toll Strategies 30 Finance Planning for Toll Revenue 31 Urban Mobility Strategy Core Project Descriptions 34 Appendix: Toll Program History, Regulatory, and Policy Background 51 References 61
Introduction In September 2019, the Oregon Transportation Commission created ODOT’s Urban Mobility Office to collaboratively lead core projects to achieve the values and goals established in ODOT’s Strategic Action Plan. These core projects are mapped and described on pages 34–50. In combination with key projects implemented by partner agencies supported by ODOT, the core projects will help achieve a modern and multimodal transportation system in the region by advancing equity, climate change, congestion relief, and safety goals. Challenges Severe traffic congestion Congestion in the Portland metro area Portland is has steadily increased in the past decade, with regional growth trends expanding ranked No. 12 for the foreseeable future. in the United States for traffic congestion.1 Significant population and employment growth in the region are straining the region’s roadways. The population growth trajectory in the Portland metro area is anticipated to accelerate in the coming decades, with a 23% population growth from 2.5 million to over 3 million residents between 2018 and 2040, and a 43% increase to 3.5 million residents by 2060.2 Job growth in Greater Portland continues to outpace that of the United States average, with job growth in Portland occurring at an average annual rate of 2% in 2019, which was greater than the nationwide average of 1.6%.3 1
ODOT has observed severe congestion throughout the region’s freeway Lack of funding has network. In 2019, evening peak travel resulted in: times on the most congested portions of Interstate 5 (I-5) and Interstate 205 • Infrastructure at risk of failing in (I-205) were close to three times longer a significant earthquake, especially than travel times in the same areas when critical bridges that need to be experiencing no congestion. seismically upgraded. The Portland Sections of I-5 and I-205 with older metro region lacks even one designs, sudden lane reductions, or earthquake-ready interstate structure on-ramps with significant demand have across the Willamette River to be a become severe “bottlenecks,” where lifeline for critical services, supplies, average speeds have dropped below 75% food and to support the economy after of desired speeds without congestion a disaster. (45 miles per hour). While the daily • Crash rates that are 3.5 times higher economic impact of delayed vehicles on on the I-5 Rose Quarter between regional freeways in 2019 was $1.2 million, I-84 and I-405 where three interstates congestion also spurred increased air intersect than the statewide average. pollution and collisions. Improving our infrastructure improves What’s more, the quality of our safety for all Oregonians using our transportation infrastructure and transportation system and workers availability of funds are not keeping supporting it. pace with population and jobs growth in our region. The Federal gas tax that • An outdated transportation system funds transportation projects has that is Oregon’s largest single source of not increased since 1993, and Oregon greenhouse gas emissions. More cars state transportation funds have been stuck in traffic directly affect air quality. dedicated to little more than maintaining aging infrastructure. • Inadequate resources to address inequities experienced by historically and currently underrepresented and underserved communities. Allowing the system to continue on its current trajectory will deepen current inequities, severely diminish the economy, reduce quality of life and result in increased greenhouse gas emissions. Interstate Bridge
The solution: The Urban Mobility Strategy Now is the time to modernize Portland region’s transportation system and how we use it. The Urban Mobility Strategy—along Tolling Open House with ODOT’s multimodal investments and partnerships—is a cohesive approach to make everyday travel easier, safer, and more predictable. The Oregon Toll Program is key to delivering the Urban Mobility Strategy because it can both manage congestion through variable-rate tolls, and provide revenue for strategic transportation improvements. The Urban Mobility Strategy core projects include: • I-5 Rose Quarter Improvement Project • I-205 Improvements Project • I-5 Boone Bridge Project • OR-217 Auxiliary Lanes Project • Interstate Bridge Replacement Program • Oregon Toll Program Portland cannot build its way out of congestion Countless locations across the world have tried and failed to build their way out of congestion. Oregon is rightly proud of our I-5 Rose Quarter focus on multimodal infrastructure investments. We know that highways are only one part of a thriving transportation network. The Urban Mobility Strategy for the Portland metro region represents the Urban Mobility Office’s approach to reducing congestion for decades to come. The Urban Mobility Strategy will manage congestion with: • Variable-rate tolling • Reducing highway bottlenecks • Investing in public transportation, walking and rolling paths Together, the multimodal infrastructure investments and strategies will provide people with efficient travel using the transportation mode of their choice. 3 I-205 Corridor
Strategy Overview The Urban Mobility Strategy outlines how ODOT will implement the core projects prioritized by House Bill 2017 and House Bill 3055. Additionally, the Strategy presents partner agency projects that help to achieve ODOT’s Strategic Action Plan. ODOT supports these projects through collaboration, committee engagement, technical assistance, and/or financial support. The Oregon Toll Program will be an essential implementation strategy to both fund some of the projects and contribute to systemwide congestion relief. This Strategy document is organized into the following sections: House Bills 2017 & 3055 1. Urban Mobility Office – In 2017, the Oregon Legislature passed House Bill 2017, known as “Keep Oregon Overview of the Urban Mobility Moving.” This landmark legislation committs OˇP)PPfi—H:J:) billions of dollars in projects that address commitment, and goals our congestion problem and improve 2. Urban Mobility Strategy – the transportation system in the region Overview of the comprehensive and statewide. House Bill 2017 funds congestion management and bottleneck relief highway projects, freight mobility projects and their rail enhancements, improvements to connection to Urban Mobility transit, and upgrades to biking and walking OˇP—: facilities. The Oregon Legislature also directs the Oregon Transportation Commission to 3. Oregon Toll Program – pursue and implement tolls on I-5 and I-205 Overview of the toll program, in the Portland metro area to help manage including the connection traffic congestion and raise revenue for between tolling and the bottleneck-relief projects. projects (both agency-led and partner projects) In 2021, House Bill 3055 strengthens the 4. Urban Mobility Strategy state’s commitment to congestion pricing on I-5 and I-205 and directs the creation of Project Descriptions – the Toll Program Fund to be used for toll overview of strategy projects, system investments and transportation including key decisions, project financing. The House Bill amends milestones and timelines ORS 383.001 to explicitly acknowledge 5. Appendix: Toll Program Oregon’s congestion issue and the role History, Regulatory, and tolling has in alleviating the issue and Policy Background – detailed supporting climate goals: Significant traffic summary of statutes and congestion adversely impacts Oregon’s policy that guide tolling in economy and the quality of life of Oregon’s Oregon and an overview of toll communities. Where appropriate, variable- policy decisions rate tolls should be applied to reduce traffic congestion and support the state’s greenhouse gas emissions reduction goals. 4
Urban Mobility Office Our Charge U2ƒ T MƒHoˇP O :P2—fiiH advancing ODOT’s mission to comprehensively ODOT’s Mission address our most pressing transportation We provide a safe and challenges: reliable multimodal • Maintain and improve efficiency of travel on transportation system our transportation system. that connects people • Support, lead and secure sustainable funding and helps Oregon’s for multimodal projects that reduce traffic communities and congestion. • Reduce regional bottlenecks economy thrive. • Center equity systematically, and in each individual project. The Urban Mobility Office uses the following strategies and tools to achieve systemwide improvements: • Actively partnering and investing in public transportation and multimodal projects • Designing a congestion management system that supports greenhouse gas reduction • Improving equity in Oregon’s transportation system by listening and incorporating community feedback, and working with Disadvantaged Business Enterprise contractors to prepare them for the bidding process and to meet hiring aims, and providing project information in five languages (Russian, Spanish, Vietnamese, Traditional Chinese, and Simplified Chinese) • Upgrading or replacing bridges to withstand a major earthquake • Enhancing safety for all Oregonians and workers supporting our transportation system • Supporting statewide goals and direction provided by the Oregon Transportation Plan and Oregon Highway Plan Mobility is having access to the places needed to fulfill a rich and satisfying life, such as a job, schools, medical services, shopping, parks, and personal activities such as seeing your kid’s game after work. In this sense, mobility means having quality and diverse transportation options enabling businesses and people to safely fulfill needs within budgets for time and money. Mobility directly impacts the quality of life for all Oregonians every day. – 2020 Statewide Congestion Overview – ODOT September 10, 2020 5
Urban Mobility Office Vision U2ƒ T MƒHoˇP O i::Hƒ:fiH The Urban Mobility Office oversee, align, and implement ODOT’s core urban commits to the following: mobility projects to achieve regional congestion • Address past harms caused by relief, mobility, and safety for all Oregonians and highway construction and seek people using the highway and interstate system. In to do no harm in the future. fifiH)HU2ƒMƒHoˇP O :/H— Look at every project through the Oregon Toll Program, which will contribute a restorative justice and equity to regional congestion relief and secure sustainable lens, asking for community funding to modernize, not just maintain, the input and incorporating transportation system. feedback every step of the way. • Implement projects that In line with ODOT’s mission, the Urban Mobility adhere to ODOT’s greenhouse ˇP O J::2— O i2// gas reduction goals and have access to the mode of transportation that mitigate negative impacts works best for them. For communities to thrive, wherever possible. Oregonians need to have easy, convenient, • Reduce congestion across fiˇˇ2fiƒH2:/2HHHH2PH: the region through support community’s stated needs and wants. of public transportation, active transportation (such as biking and walking) and Congestion on Portland implementation of congestion pricing on our highways to metro highways is provide reliable trips. impacting economic • Increase safety through competitiveness for the investments in infrastructure. entire state. • Support and improve the – One Oregon, A Vision for Oregon’s statewide economy by Transportation System (2016); Transportation improving the transportation Vision Panel Report to Governor Kate Brown system in the economic and shipping hub of Portland. The term congestion pricing describes a type of tolling that aims to improve mobility, travel times, and reliability by charging a higher price during peak traffic periods. 6
ODOT’s Strategic Action Plan and the Urban Mobility Office Oregon state transportation funds are dedicated primarily to maintaining and preserving the system’s functional standards. Outside of a few projects, ODOT lacks the funds to make discretionary investments that would enhance and modernize the transportation system. And yet we have many transportation needs: to serve all Oregonians equitably, relieve traffic congestion, provide a broader range of mobility options, and ensure the safety of all travelers. The Urban Mobility Office’s charge is to meet the four goals grounded in ODOT’s 2021 Strategic Action Plan. Through its work on ODOT’s core projects and support of partner projects, the Urban Mobility Office seeks the following: Equity Congestion Serve all Oregonians equitably. The voices of our Relief PPHoHH2fiPPHi2ifi.ˇPP: A Invest in a comprehensive on equity ensures that we look beyond merely improving congestion management the system to improving the quality of life of every strategy for the Portland 2— O :.PPfi: T ƒ—fiˇPˇHƒH: H22HƒH and burdens created by our work and ensuring they are Oregonians, and implement distributed equitably. The equity goal includes focusing on system and operational workforce diversity and opportunities for advancement, JH:H2fiPPH2ˇP expanding economic opportunities for minority groups, congestion throughout climate-change equity, and creating more representative Oregon. public engagement processes. Accessibility, Mobility and Safety Climate Change P2JHH2ˇPˇHH:fi Provide greater transportation access and a broader serious injuries and ensure range of mobility options for Oregonians to address the safety of travelers and climate change. transportation workers. The Urban Mobility Office: • Facilitates coordination and provides deliberate and • Supports and is planning cohesive project delivery of its core projects. closely with the Interstate Bridge Replacement • Coordinates with other ODOT projects in the planning, Program that is jointly design, and construction phases. This includes the I-5 led by the Oregon and Boone Bridge and Seismic Improvements Project and Washington Departments the OR 217 Auxiliary Lanes Project. of Transportation. Section 4 (Pg. 34) provides more detailed project descriptions of the core projects. 7
ODOT’s Urban Mobility Strategy Core Projects WA Clark County Interstate Bridge Vancouver Replacement Program Camas OR I-5 Rose Quarter Improvement Project Troutdale Gresham 26 Portland OR 217 Auxiliary Lanes Project Multnomah County Beaverton 217 Portland Toll Projects Milwaukie Tigard Happy Valley Lake Oswego Washington County Clackamas County Gladstone Tualatin I-205 Improvements Project West Linn Oregon City I-5 Boone Bridge and Seismic Improvements Project Wilsonville 0 1.5 3 Miles 8
ODOT’s Urban Mobility Strategy The Oregon Toll Program, which is led Tolling is a vital funding element for projects ƒoHU2ƒMƒHoˇP) O :/2Hˇ on the Urban Mobility Strategy map. Projects ODOT’s long-term strategy to manage that may be funded partially by toll revenue travel demand, ease congestion, include the I-205 Improvements Project, I-5 and secure sustainable revenue for Rose Quarter Improvement Project, and the I-5 highways, bridges, and multimodal Boone Bridge Seismic Improvement Project. capital investments. There are many types of tolling: The Oregon Toll Program projects will implement variable-rate tolling or c " ongestion pricing GOALS BENEFITS INCLUDE Manage congestion Manage congestion Raise revenue for transportation improvements Raise revenue to fund projects that Increase system reliability reduce congestion Support state climate goals by 2fiPP—H2ˇP/PH 9
Urban Mobility Strategy Projects: Through the Regional Mobility Pricing The I-205 Improvements Project will Project, ODOT is considering variable- provide key bottleneck relief and seismic rate tolls to manage congestion and upgrades on the interstate in Clackamas raise revenue to help fund construction County by adding a third through lane to of approved transportation projects that match the rest of I-205 and earthquake-ready further reduce congestion. The start and bridges. The Abernethy Bridge will be the end points for variable-rate tolling on I-5 2:H2H1PL2fioH2:HH:H2PPHP2 and I-205 will be determined in 2021 and across the Willamette River, making I-205 2022 through a planning process. Starting in the passable north–south route through the 2022, we will engage agency partners and Portland region after a potential Cascadia the community to narrow the best regional Subduction Zone earthquake. options for I-5 and I-205 to study in a formal environmental review starting in 2022. The I-5 Boone Bridge and Seismic Improvements Project will improve safety The I-205 Toll Project will implement tolls and resiliency on I-5 by upgrading the in the vicinity of the Abernethy and Tualatin Boone Bridge to withstand a potential River Bridges in Clackamas County to fund Cascadia Subduction Zone earthquake and the I-205 Improvements Project. The toll improve safety and operations by adding /2PH:ƒ—JPHfiˇ2ƒH:fi a southbound auxiliary lane between the impacts. As considered, tolls would help Wilsonville Road (Exit 283) and Charbonneau/ fund construction of the planned I-205 Hubbard Interchanges (Exit 282A). The Improvements Project while giving travelers a project will identify active transportation better and more reliable trip. improvements across the Willamette River. The I-5 Rose Quarter Improvement Project The OR 217 Auxiliary Lanes Project will will add auxiliary lanes and shoulders to address long-standing bottlenecks on the reduce congestion and improve safety on highway between Beaverton-Hillsdale the main north–south interstate highway on Highway and OR 99W caused by too many the West Coast and redesign the multimodal closely spaced interchanges. One of the local street network to provide for improved worst bottleneck locations is at the Allen active transportation access. These upgrades Boulevard and Denney Road interchanges. P2Hfii2fiPP:H/LfiL—H2ˇP The project will add a new frontage road— and reduce congestion on I-5 between I-84 replacing a major bridge structure and and I-405 where three interstates intersect building four sound-attenuation walls. In fi2:PHHƒ——:HH2ˇPƒHHP partnership with the City of Beaverton and in Oregon. The project will also improve Washington County, we are making targeted community connections by redesigning improvements to local bicycle and pedestrian overpasses and reconnecting neighborhood routes. streets, enhancing public spaces, and promoting economic development ODOT Co-Led Project: opportunities. With a focus on restorative justice, the project is committed to leveraging Interstate Bridge Replacement Program deep ties with the historic Albina community will replace the aging Interstate I-5 Bridge to ensure meaningful involvement with across the Columbia River with a modern, Black Portlanders and Disadvantaged seismically resilient, multimodal structure Business Enterprise contractors. Input from that will improve mobility for people, goods, the community will help shape the project and services well into the next century. and outcomes for the community including supporting generational wealth. 10
Key Project Considerations: Equity and Congestion Multimodal transportation options and In Oregon, the federal gas tax and its state travel reliability are key components of equivalents are the primary revenue source for access to employment and economic these investments and projects. This funding vitality for low-income travelers and model is outdated and “regressive.” Lower-income displaced populations. Transportation 2:fiH:Hiofi2Jfi2)::ˇPLˇPH P:H:tHtH:PfiL2—:Hn/:ˇH2 vehicles and live farther from their place of P:—ˇ22P:tHtJ A :Hfio employment—pay more on a relative scale than increased and account for approximately wealthier drivers who contribute to the congestion 39% of average household spending for problem with greater peak-hour commutes.7 H/2:HˇHˇ2P:. A These Further, lower-income travelers are more likely to impacts are pronounced in Portland J::nƒHoH2H2J:PfiP:fi and Multnomah County, which exceed therefore suffer the most from unpredictable the 11.4% Oregon state average of the travel. Congestion pricing is one funding tool impoverished population, at 13.7% HHP2PPP2Ho2PHHH2PP:H and 12.0%, respectively. Further, the of those contributing to peak-hour congestion6 population of persons of color in those fiƒHiLPfi2J2:i—oJP 2::—PHonPfi:H:HHifi reduced congestion and greater travel reliability.8 average of 13.3%, with persons of color comprising 22.6% of Portland residents. When roadway pricing provides congestion relief, ƒH:PPfi:::2fiPPH:fiH Land use practices in Oregon are also reduced risk of pollution-induced health risks to closely tied to transportation costs. Unlike people living near congested roads, who are more other states, Oregon limits sprawl by likely to be lower-income individuals.9 Meanwhile, using a planning tool called an urban toll revenues from congestion pricing are often growth boundary—a land use planning redirected to public transportation improvements. border that controls urban expansion Additionally, toll rebates or discounts can be into farm and forest land and promotes implemented for low-income motorists. Through HˇPHP:ˇfi)/PƒPˇPH: the ODOT Toll Program, ODOT is seeking to and services inside the boundary.6 In turn, implement effective policies and programs for the state’s tight urban centers are often low-income motorists and public transportation unaffordable to those employed in the enhancements. area, forcing low-income workers to live several miles from their jobs. Oftentimes, driving is the only viable commute option. These low-income commuters need to be supported through road investments and congestion relief projects. 11
Funding oT PP—:H:D MH2Z:2ˇPT DfiMfi:HH: funding sources for multimodal projects that if the projects in Metro’s Regional that would alleviate freeway congestion Transportation Plan—which includes simply do not exist. The federal gas tax planned multimodal transportation that funds transportation projects has enhancements through 2040—were fully not increased since 1993, and Oregon funded, the amount of annual hours that state transportation funds have been Portland households spend in congestion dedicated primarily to maintaining aging would be reduced by approximately 50%. infrastructure, providing seismic upgrades However, given the funding challenges of bridges, and building construction fiHfi/2JP:o)ˇPfi—ˇ2oˇ projects. Coupled with cost escalation and H:/2PH::HƒfiHfi)H /fiƒo2—//PH—2iH) alone programmed. the pool of resources that could be dedicated to congestion relief along state- owned freeway sections are stretched. Oregon faces an annual $510 million shortfall in its ability to adequately maintain a state of good repair on bridges and pavement 12
Urban Mobility Strategy Partner Projects ODOT is committed to supporting and /2PH: T fiHfiHU2ƒMƒHo investing in projects that provide a Strategy map include ODOT-led and co-led modern transportation system for all PHfi/2PH:fifiHH:—PH Oregonians. This includes: partner-led projects. • Multimodal transportation The partner projects are led by counties, cities, investments like public public transportation providers, and other transportation, bicycle and pedestrian P—Po/2H2:.oT i2fiHfi facilities from Metro’s Regional Transportation Plan as key projects that advance multimodal • Safety enhancements like seismic accessibility and are critical to achieving upgrades to bridges regional congestion relief. The project list may • Bottleneck alleviation to reduce expand as funding and regional priorities potential crashes P—.DOO fiT U2ƒMƒHoˇP O :Hˇˇ will work with regional partners to identify the This commitment comes in two forms: investments that best meet ODOT, partner, delivering projects and supporting and regional goals. partner projects. Multimodal transportation options typically include walking, cycling, public transportation, car sharing, and trucking. Planning for a multimodal transportation system should consider, evaluate, and implement improvements for all types of travel. 13
WA Clark County I-5 Interstate Bridge Replacement Program Vancouver I-205 CTRAN/ODOT Bike/Ped Bus on Shoulder Pilot Crossing Project Portland International Airport Camas Westside Multimodal OR Study Congressman Earl Blumenauer THPRD Bike/Ped Bicycle and TriMet Red Line Trail Extension Pedestrian Bridge Doubletrack I-5 Rose Quarter Improvement Project Troutdale Outer Powell Portland Transportation Gresham 26 Safety Project TriMet Red Line 82nd Avenue Extension Improvements and OR 217 Auxiliary Jurisdictional Lanes and Hall Blvd Transfer Multnomah Bike/Ped Crossing County Milwaukie Beaverton 217 Tigard Oregon Toll Program Happy Valley TriMet Lake SW Corridor Oswego (planned) Washington County Clackamas County Gladstone Tualatin I-5 SMART/ODOT Bus on Shoulder Pilot West I-205 Improvements Linn and Seismic Upgrades Oregon City Oregon City/West Linn Pedestrian and Bicycle Bridge Concept Plan Wilsonville I-5 Wilsonville Bike/Ped Crossing French Prairie I-5 Boone Bridge and Bike/Ped Crossing Seismic Improvement Project 0 1.5 3 Miles Urban Mobility Strategy Map Currently Funded by HB2017 Made Possible with HB3055 Partner Project with ODOT Support System Improvement Project System Improvement Project System Improvement Project Bike/Ped Crossing Project Regional Mobility Pricing Project Bike/Ped Crossing Project I-205 Toll Project Bus on Shoulder Pilot TriMet Project Note: Core project names are boxed Multimodal Study
Urban Mobility Strategy Project Goals ˇi— T Hƒ/2:H:iHP2/2PH:PH2ƒPHHU2ƒMƒHoˇP O goals linked to the ODOT Strategic Action Plan. Urban Mobility Strategy Projects Equity Congestion Relief Climate Safety I-5 Rose • Focus on minority • New auxiliary lanes and • Reduces stop/start • Local street Quarter owned Disadvantaged widened shoulders will H2ˇP)iPi improvements will Business Enterprise (DBE) address bottlenecks improve air quality and provide pedestrian Improvement contracting; a Community that cause congestion decrease greenhouse and bicycle Project Oversight Advisory and crashes, which gas emissions. protection. Committee provides create delays for • Bicycle and pedestrian • New auxiliary lanes oversight, accountability travelers and freight; improvements will will separate slower and recommendations to these improvements provide greater vehicles and higher ODOT for the DBE/On-the- will provide options access to multimodal speed vehicles. Job Training Program. for bus-on-shoulder transportation options. programs. • Full shoulders • Robust engagement with will provide space historically and currently • Addresses the state’s for disabled and underrepresented top bottleneck and emergency vehicles. and under-served 28th-worst freight communities. bottleneck in the nation. • The Historic Albina Advisory Board was created to elevate voices in the Black community and ensure that project PHP:2PH community interests and values and that historic ƒA fi2PHoƒH: from the investments of this project. 15
Urban Mobility Strategy Projects Equity Congestion Relief Climate Safety I-205 • Public engagement and • Corridor congestion will be • SH/4:H2HH2ˇPi • Abernethy Bridge Improvements National Environmental reduced by about 5 hours be reduced, which will improvements will Policy Act process fio)ƒH—H2J2: improve air quality and P:H2PPHH2:H Project fiHfiˇi of all incomes with a more reduces greenhouse gas earthquake-ready communities of concern. reliable trip. emissions. interstate structure across • Robust engagement with • New auxiliary lanes and • Project bicycle and the Willamette River. historically and currently widened shoulders will pedestrian improvements Seismic upgrades will underrepresented address bottlenecks that provide greater be done to eight other and under-served cause congestion and multimodal transportation corridor bridges. communities. crashes, which create access. • New roundabout will delays for travelers and improve safety and freight; further these operations for northbound improvements will travelers accessing I-205. provide options for bus on • Auxiliary lanes will be shoulder programs. lengthened and improved to address substandard 2——fi2fiPPH2ˇP weaving. Oregon Toll • Established Equity • Improves travel time, • Reduces greenhouse • Better congestion Program: Framework and Equity 2ƒHo)fiˇPH gases and vehicle miles management reduces the and Mobility Advisory movement of goods. traveled through mode large speed differences in I-205 Toll Committee, which shifts. Project evaluating :H/LfiL—H2ˇPHH • Improves regional and Project and deepens relationships statewide economic expanded transportation backs up at peak travel Regional and partnerships with development by opening options. hours. Mobility historically and currently access to a wider range • Reduces greenhouse gases • Evaluating strategic underrepresented of jobs and improving emissions by managing investments made to Pricing Project and under-served predictability of travel congestion so that fewer advance equity through communities. times. hours are spent waiting in safety improvements in • Established new process highway congestion. areas affected by toll-based to advance equity through diversion. project development. • I-205 Improvements • Evaluating strategic Project, which includes investments to advance crucial seismic upgrades, is equity for transit and made possible with tolling. multimodal transportation options, neighborhood health and safety, and 16 affordability.
Urban Mobility Strategy Projects Equity Congestion Relief Climate Safety OR 217 • Working with community- • New auxiliary lanes will • Greater transportation • Auxiliary lanes and the Auxiliary Lanes based organizations and help address bottlenecks access and a broader new frontage road will other active community that cause congestion range of mobility reduce the amount of and Hall Blvd groups to reach and crashes, which create options will be provided merging on the highway, Bicycle and historically and currently delays for travelers and for Oregonians while resulting in increased Pedestrian underrepresented freight. addressing climate change safety and reliability. Crossing and under-served through bottleneck relief. communities. I-5 Boone • Equity goals, objectives, • New auxiliary lanes and • Climate goals, objectives • Project will determine Bridge and outreach and widened shoulders will and achievements will the best approach to achievements will be address bottlenecks that ƒfifi:H:HPfio address safety and seismic Seismic fifi:H:HPfio cause congestion and progresses. resiliency. Improvement progresses. crashes, which create Project delays for travelers and freight; further these improvements will provide options for bus on shoulder programs. • Project will use variable- rate tolling to provide congestion relief. 17
ODOT Co-Led Project Equity Congestion Relief Climate Safety I-5 Interstate • Commitment to • Multimodal crossing and • Commitment to • Program will construct an Bridge centering equity in all improved connections will considering climate earthquake-ready structure across aspects of program move travelers through impacts and the Columbia River. Replacement work to not only the program area more resiliency throughout • Program will remove the interstate avoid further harm predictablely, improving development and lift span that increases vehicle to marginalized mobility and travel time delivery. crashes that result in injuries, and under-served reliability . • Currently constrained fatalities, infrastructure damage, communities, but also • Improved roadway transit options, fiP2:fiH2ˇPP—:H. ensure that they have a safety design and the connections, limited voice to share program • New shared-use paths that meet elimination of bridge lifts service/hours, and current safety standards will work and realize that currently contribute ˇPHH2J the economic and improve traveler safety for those to increased crash rates times deter users who walk, bike, and roll by making H2:/2HHƒH: fiH2ˇPƒPP/:i from choosing low- of the program. improvements to the current further improve travel emission transit facility that has low railing, a narrow • Targeted community reliability and help reduce options through the width, and is directly adjacent to engagement congestion. program area. Modal H2:HHH2ˇP. and outreach to • Multimodal solutions that choices, including underrepresented high-capacity transit, • Program will enhance overall include improvements multimodal safety by improving and underserved to active transportation walking, biking, and populations ensures rolling, will result in merging and weaving between facilities and interchanges, adding safety that these voices improvements to transit more predictable are helping shape movement of people shoulders, removing stops on the reliability will provide more interstate, and updating roadway the program in a choices to get across the and goods across the meaningful way. Columbia River. design to current safety standards. Columbia River. I-5 Boone • Equity goals, objectives, • New auxiliary lanes and • Climate goals, • Project will determine the best Bridge and outreach and widened shoulders will objectives and approach to address safety and achievements will be address bottlenecks that achievements will be seismic resiliency Seismic fifi:H:HPfio cause congestion and fifi:H:HPfio Improvement progresses crashes, which create progresses Project delays for travelers and freight; further these improvements will provide options for bus on shoulder programs • Project will use variable- rate tolling to provide congestion relief 18
Projects Schedule Earliest toll collection could begin on I-205 toll corridor Earliest toll collection could begin on Regional Mobility Pricing Project identified toll corridor 2020 2021 2022 2023 2024 2025 2026 2027 2028 Develop toll technology Testing/open customer service OREGON TOLL and customer service PROGRAM Develop program-level equity and mobility strategies I-205 TOLL Environmental FHWA and USDOT toll approval (if necessary) PROJECT Publish h2H document Toll rate setting REGIONAL Planning Environmental FHWA and USDOT toll approval MOBILITY PRICING Publish PROJECT h2H document Toll rate setting Environmental Design I-5 ROSE QUARTER Pre-construction PROJECT Independent highway Construction cover assessment OR 217 AUXILIARY LANES AND HALL BLVD BICYCLE Design Construction AND PEDESTRIAN CROSSING INTERSTATE BRIDGE Planning REPLACEMENT PROGRAM Environmental Pre-construction Construction I-205 IMPROVEMENTS Design Phase I construction PROJECT Phase II construction I-5 BOONE BRIDGE AND SEISMIC Planning Environmental Design and Construction IMPROVEMENT PROJECT and design construction 19
Secured and Anticipated Funding This matrix outlines secured and anticipated funding from known funding sources for the core comprehensive congestion management and mobility projects. These sources may change as new opportunities become available. Project Fully Toll Federal State Local Funded Contribution Contribution* Contribution Contribution Funded by House Bill 2017 I-5 Rose Quarter X X X X Improvement Project OR 217 Auxiliary Lanes and Hall Blvd Bicycle and X X X X Pedestrian Crossing Projects made possible with House Bill 3055 I-205 Improvements X X X Project I-5 Boone Bridge and Seismic Improvement X X X Project Partner Project with ODOT Support I-5 Interstate Bridge X X X Replacement *Federal contribution could be federal formula or federal discretionary funds (RAISE or INFRA grants, New Starts, etc.). 20
collaboration between individual project Urban Mobility teams. The I-205 Improvements Project, Office Project for example, depends on toll revenue from the I-205 Toll Project, meaning Connections that, at the very least, schedules must be —fiˇ2P/2PH.BPHP— The core projects that the Urban Mobility decisions for the I-205 Improvements ˇP O —:2—H2—Z: Project also affect the purpose and—by most challenging to design and deliver. extension—the technical analysis for the They address the worst bottlenecks and I-205 Toll Project. some of the toughest safety issues in the Portland metro area. Not surprisingly, The following section captures the projects are also interconnected and some of the key decisions facing the HU2ƒMƒHoˇPZ: O —H U2ƒMƒHoˇP O /2PH:.T must understand and address the key section describes where cross-project decisions that each project faces and fi/fiP:JƒfiHfifi determine whether these issues require where further collaboration is needed. I-205 Corridor 21
Oregon Toll Program Key Decisions and Milestones Toll Rate Setting for the I-205 Toll Project Toll rate setting is a process that will determine how much tolls are going to cost drivers. Being P2ƒPHHHPPfiP/HH:HH—H2H::/2HH)ƒPP:Hi set expectations and provide project transparency. Once project toll rates are set, additional Po::PƒPfiPPHfiHfiH2H—2::fiHH2JP:.2H: T ˇ2 the I-205 Toll Project need to be set by mid-2024. Several decisions inform toll rate setting, including Some of these decisions the I-205 Toll Project funding target, level of may be political in congestion relief desired, and vehicle-class nature and will need tolling options (for example, will freight trucks be public input to inform charged a higher toll than passenger vehicles) the decision. —H2:.EPJ2ƒ::/PPfiP:L making processes and requirements that need to be addressed before setting the toll rate. Impacts Funding Impacts If toll rate setting isn’t completed on time, The I-205 Improvements Project’s ODOT will miss the late 2024/early 2025 Finance Plan is at risk if toll revenue tolling “Go Live” date on the I-205 Toll Project. cannot be used to fund the project. Tolling Will Fund Multimodal Investments A best practice of toll programs around the U.S. is to pair ODOT is working with the Toll H/HHiH:/PPPHfi/2PH: Program’s Equity and Mobility and programs—such as enhanced bus service or walking Advisory Committee and Transit and biking trails—or programs that make it easier for and Multimodal Working Group fiJfiP:HfiP2/:.I2—) O :J:HH: to identify multimodal and public may not be able to be funded by toll revenue due to an transportation investments that Oregon constitutional restriction11 on funding public ODOT will either incorporate into transportation service and improvements that are not in the toll projects or identify as an the roadway. Identifying multimodal investments early will opportunity to work with partner allow time for ODOT to work internally and with partner agencies to implement. agencies to identify a path to funding these improvements. The Oregon Transportation Commission will receive a project recommendation for multimodal and public Without Tolling These transportation investments on a project-by-project basis. Projects Cannot Move The Oregon Transportation Commission is tasked with Forward giving ODOT direction to work internally and with partner ODOT and partner agencies agencies to achieve the recommendations. Multimodal do not have adequate and public transportation investments will need to be funding to invest in fiHfifiP2—HJ2H/:ˇP/2PH. multimodal and public transportation elements before implementing 22
I-205 Improvements Project Key Decisions and Milestones Project Finance Plan IL´T T ¯I/2JH:P2PHP:HJFfi2H—iofi:H2HA @FHWAA Major Projects Financial Plan for Phase 1A by November 2021. The project will initiate P:H2PPHˇP:`A:P2´T´´)iHP—/H:/2JfifiHBˆT¯¯.:T —:HfiH::2HLH2P—/H:ˇ2H/2PH.HiJ2)H:::Pfi that toll revenue will be used to pay back initial borrowing costs. In July 2021, the Oregon Transportation Commission will program funds in the summer. The process to program construction funds will require Oregon Transportation Impacts of Delay Commission to dedicate funds through the About $24 million/year Statewide Transportation Program, and Metro will subsequently meet to update its Metropolitan Transportation Program. FHWiA fiHP2fi//2J the Statewide Transportation Program amendments and the Project Financial Plan. Determine Construction Sequencing and Schedule Establishing the preferred construction sequencing and schedule is a decision that ˇˇPH/2PHP:H2PPH2:)P:H)finƒHo.IL´T T ¯I/2JH:P2PH: two construction phases each: Phase 1 will include four contracts (as described below) and Phase 2 will also include multiple contracts: • Phase 1A will provide improvements between OR43 and OR99E, which include construction of the seismically upgraded Abernethy Bridge, interchange improvements and a sound wall. • Phase 1B includes construction of the Main Street Bridge and a northbound auxiliary lane, and sound-attenuation walls between OR99E and OR213. • Phase 1C includes construction of West A and Sunset bridges, rock cuts and highway widening between 10th Street and Sunset Bridge. • Phase 1D includes construction of the 10th Street Bridges and highway widening between OR43 and 10th Street. • Phase 1A is scheduled to go out to bid in December 2021. Phases 1B through 1D scoping, sequencing, and specifications will be determined by fall 2021. Impacts of Delay • Seismic and operational • About $24 million per improvements are delayed, year in inflation costs including congestion relief and safety enhancements 23
I-5 Rose Quarter Improvement Project Key Decisions and Milestones Confirm Highway Cover Design and Use The I-5 Rose Quarter Improvement Project includes a highway cover, in addition to the I-5 mainline improvements, and local multimodal street improvements. In early 2020, the Oregon Transportation Commission directed the Oregon Department of Transportation to retain a consultant team that would conduct an independent assessment of the proposed highway covers included in the I-5 Rose Quarter Improvement Project to evaluate design and use scenarios that best align with the community vision. The goal for this independent team was to understand the goals and objectives of stakeholders in the project area, with a focus on the historic Albina community, generate potential —ioPJ2fi:—fiP::P2:./2/:fi T —ioPJ2fi:—2H:J an impact on project cost and schedule; The Oregon Transportation Commission will consider this information when providing direction on the highway cover design and use. Federal Highway Administration will determine if additional environmental review under the National Environmental Policy Act is required based on the proposed highway cover design and use. Delaying a decision on the highway cover design and use beyond Q1 2022 has the potential to delay the project’s 30% design milestone, which could have an impact on the construction start date in 2023. The Oregon Transportation Commission has approved an aligned community recommendation based on stakeholder agreement and buy-in, prioritizing the voices of the historic Albina community. Ultimately, the Oregon Transportation C::i/2Jfi/2PHfi2PH. Impacts of Impacts of Impacts from other Missed Milestone Cost Increases Urban Mobility Strategy • 30% design milestone is at About $2 million per Projects risk of being delayed, which HHP:H: If there is delay to the project will delay subsequent design schedule, Disadvantaged milestones and ultimately, Business Enterprise (DBE) project construction —:oƒfiˇPPHH achieve due to a lack of DBE • 1+ year delay would increase capacity to deliver so many risk to 2023 construction start regional projects at one time Early Work Packages The I-5 Rose Quarter Improvement Project aims to start project construction on some elements in mid-2023 through a series of early work packages. Ideally in September 2022, but at the latest in January 2023. ODOT must achieve the following milestones before beginning early construction as planned: • Obtain Federal Highway Administration initial finance plan approval • Successfully negotiate early work packages with the construction manager/general contractor • Achieve community consensus and obtain Oregon Transportation Commission direction on highway cover design and use HW PHHfiP::H/P—:2fifiƒoDOO )T HH:H2PƒA Advisory Board will provide input to the approach. 24
I-5 Rose Quarter Improvement Project Key Decisions and Milestones Achieving Design Milestones I-5 Rose Quarter Improvement Project design milestones must be achieved in order to fiJ2H/2PH:PfiP.HiJ2)Hˇi—:—PHfiP::fi/2H2 input are needed to keep the project on schedule to meet the design milestones: • Community consensus and timely Oregon Transportation Commission decision-making for the highway cover design and use • City of Portland re-engagement and input on design details for the surface street system and city permits • Portland Public School’s input on the desire for a sound wall near Harriet Tubman Middle School Impacts of Schedule Delay/ Impacts of Impacts from other Missed Milestone Cost Increases Urban Mobility Strategy Projects • 1+ year would increase risk to About $2 million If there is delay to the project schedule, 2023 construction start per month in Disadvantaged Business Enterprise HP:H: @DBEA—:oƒfiˇPPHHPJ • Delay to design milestones due to a lack of DBE capacity to deliver will increase risk of not so many regional projects at one time meeting 2023 construction start date Identifying Funding Plan As the highway cover design and use team evaluates design options and the consensus community-informed recommendation is brought to the Oregon Transportation Commission, the project cost estimate will be updated. Costs are expected to increase with updated design recommendation for the highway covers. Further, if the decision around the highway cover design and use is delayed beyond Q1 2022, the project will be subject to cost increases due to H.ˇPfi— T /P:Hƒ//2JfiƒoFfi2H—iofi A :H2Hƒˇ2H project can start construction, which is scheduled for mid-2023. Decisions needed to inform the funding plan include the following: • Highway cover design and use Impacts of Impacts of Cost Impacts from other Missed Milestone Increases Urban Mobility Strategy Projects • 1+ year would increase risk About $2 million • If there is delay to the project to 2023 construction start per month in schedule, Disadvantaged Business • Delay to design HP:H: Enterprise (DBE) goals may be milestones will increase difficult to achieve due to a lack of DBE capacity to deliver so many risk of not meeting 2023 regional projects at one time construction start date • There is potential for toll revenue to contribute funds to the project 25
Oregon Toll Program Two major milestones must be completed before ODOT can begin to toll, as detailed on the project The U.S. currently has over 150 roads, bridges, and schedule (page ): tunnels that are paid for by tolls. Additionally, 49 • Corridor study and express lanes in 11 states use congestion pricing environmental review. For the /2P/:HHˇ2Li:/fi:i I-205 Toll Project, toll alternatives serving more people in public transportation and carpools. ODOT has learned from these experiences are being evaluated through and is creating a 21st Century program that takes an Environmental Assessment the best elements of its peers’ programs. Oregon’s as required by the National innovative, systemwide use of tolls will prevent Environmental Protection Act recurring congestion on our freeways, remove (NEPA). This project is on schedule bottlenecks, and repair critical infrastructure for the to finalize the NEPA approval state’s mobility and economy. process by late 2022/early 2023. With approval in place, the project The Oregon Transportation Commission oversees can be implemented once the tolling, or congestion pricing, in the state, including next milestone is achieved. For setting toll rates (see Appendix A for more on the Regional Mobility Pricing the Oregon Transportation Commission’s role in Project, evaluation of a more H—A.U2ƒ T MƒHoˇPLfi O 2— O T regional application of tolling Program will deliver all aspects of the toll system on I-5 and I-205 is taking place under guidance of the Oregon Transportation Commission. This includes the following: and will identify toll alternatives to move into the Environmental • Identifying potential toll corridors and phase by mid-2022. conducting analysis to determine if tolls are feasible and, if so, how they should be • Toll Infrastructure Development. implemented (in progress) ODOT must develop toll infrastructure for operations, • Identifying and establishing program-level including physical infrastructure equity and mobility strategies to employ with and toll technology, and establish each toll corridor (in progress) services to efficiently collect tolls, • Establishing and operating back-office provide customer service, ensure systems to administer tolls, including financial integrity, establish legal account management, customer self-service, and programmatic authorizations, transaction processing, violation processing, and maintain transparency and accounting, reconciliation, interoperability, and accountability. Appendix A provides reporting (in progress) more information about this • Designing and constructing physical toll process. The soonest these systems infrastructure, such as gantries over the would be established, tested, and roadway ready to “Go Live” is 2024. • Administering tolls and collecting toll fees The Oregon Toll Program is in The Oregon Toll Program is in the initial stages of the beginning stages of project H2:HH2ƒPH:ƒJ.2:H T HHH: development and system will be deployed in the region is in late 2024. establishment. 26
Why Toll in the Both federal and state sources fund transportation, which includes taxes on Portland metro Area? fuel and heavy vehicles, and fees for drivers and vehicle registration. The federal gas Tolls would benefit those who pay tax remains unchanged from 1993 and the the toll with a faster, more reliable amount given to Oregon has decreased trip and provide funds for highway over that time period. At the same time, and multimodal improvements aging roads and bridges, earthquake in the corridor. Variable rate tolls risks, a growing population, and rising will help manage travel demand, construction costs have greatly increased resulting in reduced traffic our funding needs.1 congestion. Toll revenues will help increase funding for transportation In 2017, the Oregon Legislature13 agreed to projects, which has not kept boost transportation investments for all pace with the cost to maintain Oregonians. The adopted law dedicated or improve our multimodal millions of dollars to improve highways, transportation system. freight railroads, public transportation, and biking and walking facilities. The law also directed the Oregon Transportation Commission to study the feasibility of ODOT is committed to using fiH/HH:vIL¯fi systemwide pricing on I-5 and I-205 in the Portland metro area to help I-205 through variable-rate tolling —H2ˇPP—:H.2— OT and considers it to be a vital tool Constitution requires that revenues to manage traffic demand in the collected from highway tolls must be Portland metro area. spent on roadway projects, which could include construction or reconstruction Data show that traffic flows the of travel lanes, bicycle and pedestrian smoothest at speeds from 45 - 65 facilities, or public transportation mph. The number of vehicles that improvements in or along the roadway.14 get through per hour can drop by as much as 50 percent when severe congestion sets in. With peak-period highway pricing, a variable toll dissuades some motorists from entering freeways at those access points where traffic demand is high, and where such surges in demand may push the freeway over the critical threshold at which traffic flow collapses.12 27
Types of Tolls Guided by the Oregon Transportation Commission, ODOT is pursuing systemwide tolling that could include two types of tolling: congestion pricing and project tolling. Together, these two toll types work to achieve both congestion relief and provide funding for projects HHfifi2::oH2ˇPƒHHP:fiP/—2fiƒ2fi—:ˇ2::P2:Po.oT /2Jfi //2HPHoˇ2DOO H T PHH2H2:/2HHHi2ˇPPo. Congestion Pricing Project Tolling ˇA Hfifi2::H2ˇPP—:H.:Pfi2 T A user fee to drive on a road or bridge to congestion pricing would vary by time of day and raise funds for improvements to the facility, H2ˇPPfiH:iHH—H/2Jfi2 many of which are old and in need of predictable travel during peak hours. In Oregon, seismic upgrades as our community faces the purpose of congestion pricing is to both the risk of a major seismic even in the next manage congestion and raise revenue to help 50 years. Tolls can also vary by time of day fund construction congestion-relief transportation H/—H2ˇPifi/2Jfi projects while helping ODOT achieve climate goals. congestion relief. Expected Benefits • Improved travel time and increased reliability, safety, and efficiency • Reduced greenhouse gas emissions and fuel consumption • New, sustainable funding source through a user fee • Strategies to enhance transportation equity and mobility Federal Programs to Authorize Tolls Implementing tolling on I-5 and I-205, both of which are interstate highways under the National Highway System, will require one or both of the following federal authorizations with concurrence from the Federal Highway Administration. • Section 129 General Tolling • Value Pricing Pilot Program: provides Program: gives the Oregon transportation agencies with options to manage Transportation Commission the congestion on highways through tolling and other authority to implement tolls pricing mechanisms. Interested state, regional, and when they are used to fund local government authorities are eligible and may new highways and new lanes apply for tolling authority. Any project implemented on existing highways, or the through this program requires formal approval reconstruction or replacement from the Federal Highway Administration/U.S. of bridges, tunnels, or existing Department of Transportation and must be formally toll facilities. approved by the U.S. Secretary of Transportation. Predictable mobility and transportation options for travelers depend on adequate funding for multimodal improvements, and tolling is an essential part of the toolbox of transportation funding options. This Urban Mobility Strategy illustrates a potential suite of multimodal transportation improvements to modernize the transportation system in the Portland metro area. The projects in this Strategy include elements that are eligible for toll revenue funding (see below). ODOT intends to collaborate with jurisdictional partners to prioritize potential funding of these projects with toll revenue. 28
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